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Entrust Family Office

價格:免費

檔案大小:15.2 MB

版本需求:需要 iOS 8.0 或以上版本。與 iPhone、iPad 及 iPod touch 相容。

支援語言:英語

Entrust Family Office(圖1)-速報App

This app is only for clients of Entrust Family Office and offers them the following features:

* Wealth overview which provides a dashboard with investments, accounts and performance summary

Entrust Family Office(圖2)-速報App

* Portfolio holdings access with drill down capability of portfolio, asset class, security, unrealised gains and lot wise positions with IRR on open positions

* Portfolio performance analysis across different time periods with time series of graphs, IRR at portfolio, asset class and security level

Entrust Family Office(圖3)-速報App

* Performance of individual securities against benchmark

* Asset Allocation with charts

Entrust Family Office(圖4)-速報App

* Investment transaction history

* Clients can email all the above reports through the Reports section

Entrust Family Office(圖5)-速報App

支援平台:iPhone, iPad